Executive Assistant with over 20 years supporting, Presidents, CFO's, MVP's, VP's and directors. Forward thinker that works well within a team and autonomously.
Overview
26
26
years of professional experience
Work History
SR. ADMINISTRATIVE ASSISTANT - PROJECT MANAGER
Capital One
Wilmington , DE
2014.04 - Current
Provide high-level executive support to MVP's, VP's and Directors.Project manager, Clarendon Lab
Fully and proactively manage multiple calendars and schedules to align with leadership's key priorities for maximize efficiency.
Office/Project manager over saw day to day running of the innovation lab.
Event planning, onsite/offsite events, all hands, team events, high level speakers (Steve Wozniak), multi-day classes and summits.
Supported Head of Labs, Mobile/Web, and Cloud Network Services,
Coordinated travel and submitted expense reports
CLIENT SERVICE MANAGER
Avenue Wealth
Vienna, VA
09.2012 - 04.2014
Spearheaded project to update use of client tracking system
Directed training of new team members and mentored each to promote efficiency and use of new systems
Managed calendar and made travel arrangements for financial advisor.
Completed documentation and logs each day and generated weekly reports detailing activities.
H.E.R.O. TEAM NATIONAL DIRECTOR
Wish Upon A Hero LLC
Voorhees Township, NJ
01.2011 - 12.2012
Created and planned startup of the HERO Teams
Hired and trained military veterans to be Team Leaders
Developed effective social networking outreach
Planned and coordinated welcome home events and fundraising events.
Meeting & Event Coordinator
ROSTER FINANCIAL
Voorhees Township, NJ
01.2008 - 01.2012
Planned all meetings and conferences internal and external
Searching and sourcing venues, transportation, decor etc. for meetings and negotiating contracts
Planned and coordinated annual business conference in locations such as Quebec Canada, Charleston, South Carolina and Naples, Florida.
Conference management included web registration, travel coordination, all onsite logistics.
Provided administrative and business support to senior leaders
Licensed Sales Assistant
LINCOLN INVESTMENT PLANNING
Voorhees Township, NJ
01.1998 - 01.2007
Integral part of the day-to-day running of producer's business
Fielded all client calls and assisted them with their service and operational needs
Scheduled and prepared appointments, coordinated meetings, events and client gatherings
Served as supervisor of Licensing and Compliance as well as a Branch Service Representative